Purchases and Sales Made in Q4 2021 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q4 2021. The information is specifically focused on institutions that hold shares of Salesforce, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
37+ 5.56% |
$9.15K - $11.5K
|
702
$232K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
37+ 72.55% |
$9.15K - $11.5K
|
88
$29K
|
|
|
Feb 11, 2022
Q4 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
36+ 2.64% |
$8.9K - $11.2K
|
1.4K
$462K
|
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
36+ 3.68% |
$8.9K - $11.2K
|
1.01K
$334K
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
35+ 2.93% |
$8.65K - $10.8K
|
1.23K
$406K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
35+ 4.81% |
$8.65K - $10.8K
|
762
$251K
|
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
35+ 3.17% |
$8.65K - $10.8K
|
1.14K
$376K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
34+ 2.75% |
$8.41K - $10.5K
|
1.27K
$420K
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
34+ 0.91% |
$8.41K - $10.5K
|
3.76K
$1.24M
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
33+ 1.57% |
$8.16K - $10.2K
|
2.13K
$703K
|
|
|
Jan 19, 2022
Q4 2021
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
33+ 0.19% |
$8.16K - $10.2K
|
17.4K
$5.74M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
33+ 0.92% |
$8.16K - $10.2K
|
3.62K
$1.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
33+ 0.72% |
$8.16K - $10.2K
|
4.61K
$1.52M
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
32+ 6.39% |
$7.91K - $9.92K
|
533
$176K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
30+ 6.42% |
$7.42K - $9.3K
|
497
$164K
|
|
|
Feb 02, 2022
Q4 2021
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
30+ 3.01% |
$7.42K - $9.3K
|
1.03K
$339K
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
BUY
|
- |
30+ 0.48% |
$7.42K - $9.3K
|
6.23K
$2.05M
|
|
|
Jan 20, 2022
Q4 2021
|
Patron Partners, LLC
|
BUY
|
- |
30+ 1.11% |
$7.42K - $9.3K
|
2.74K
$904K
|
|
|
Jan 25, 2022
Q4 2021
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
28+ 2.48% |
$6.92K - $8.68K
|
1.16K
$381K
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
28+ 0.26% |
$6.92K - $8.68K
|
10.6K
$3.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Triton Wealth Management, Pllc
|
BUY
|
- |
27+ 2.75% |
$6.67K - $8.37K
|
1.01K
$333K
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
BUY
|
- |
26+ 2.55% |
$6.43K - $8.06K
|
1.05K
$346K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
26+ 2.09% |
$6.43K - $8.06K
|
1.27K
$418K
|
|
|
Jan 28, 2022
Q4 2021
|
First Bancorp, Inc
|
BUY
|
- |
25+ 0.84% |
$6.18K - $7.75K
|
3.01K
$992K
|
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
BUY
|
- |
25+ 0.46% |
$6.18K - $7.75K
|
5.48K
$1.81M
|
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
BUY
|
- |
25+ 1.9% |
$6.18K - $7.75K
|
1.34K
$442K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
25+ 0.1% |
$6.18K - $7.75K
|
25.2K
$8.3M
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
25New |
$6.18K - $7.75K
|
25
$8.25K
|
|
|
Feb 14, 2022
Q4 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
25New |
$6.18K - $7.75K
|
25
$8.25K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
24+ 2.99% |
$5.93K - $7.44K
|
827
$273K
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
23+ 0.87% |
$5.69K - $7.13K
|
2.68K
$883K
|
|
|
Feb 09, 2022
Q4 2021
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
23+ 0.38% |
$5.69K - $7.13K
|
6.15K
$2.03M
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
22New |
$5.44K - $6.82K
|
22
$7.26K
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
22+ 0.73% |
$5.44K - $6.82K
|
3.02K
$996K
|
|
|
Feb 15, 2022
Q4 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
22+ 0.34% |
$5.44K - $6.82K
|
6.56K
$2.16M
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
21New |
$5.19K - $6.51K
|
21
$6.93K
|
|
|
Jan 20, 2022
Q4 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
21+ 1.76% |
$5.19K - $6.51K
|
1.21K
$401K
|
|
|
Feb 15, 2022
Q4 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
21+ 0.39% |
$5.19K - $6.51K
|
5.43K
$1.79M
|
|
|
Jan 13, 2022
Q4 2021
|
Adirondack Trust CO
|
BUY
|
- |
20+ 2.13% |
$4.94K - $6.2K
|
958
$316K
|
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
BUY
|
- |
20+ 0.62% |
$4.94K - $6.2K
|
3.24K
$1.07M
|
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
20+ 400.0% |
$4.94K - $6.2K
|
25
$8.25K
|
|
|
Jan 31, 2022
Q4 2021
|
Eads & Heald Wealth Management
|
BUY
|
- |
20+ 0.44% |
$4.94K - $6.2K
|
4.61K
$1.52M
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
20New |
$4.94K - $6.2K
|
20
$6.6K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
19+ 0.77% |
$4.7K - $5.89K
|
2.48K
$819K
|
|
|
Jan 03, 2022
Q4 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
19+ 2.08% |
$4.7K - $5.89K
|
933
$308K
|
|
|
Jan 27, 2022
Q4 2021
|
Centric Wealth Management
|
BUY
|
- |
18+ 0.43% |
$4.45K - $5.58K
|
4.17K
$1.38M
|
|
|
Feb 10, 2022
Q4 2021
|
Meridian Management CO
|
BUY
|
- |
17+ 0.08% |
$4.2K - $5.27K
|
22.1K
$7.31M
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
16+ 1.01% |
$3.96K - $4.96K
|
1.6K
$527K
|
|
|
Dec 11, 2023
Q4 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
16+ 2.0% |
$3.96K - $4.96K
|
817
$270K
|
|
|
Jan 21, 2022
Q4 2021
|
Shikiar Asset Management Inc
|
BUY
|
- |
15+ 0.06% |
$3.71K - $4.65K
|
23.7K
$7.84M
|